Start New Exchange

Open Your New Exchange Instantly! Please follow the instructions below to get started.
If you do not finish the form today, we'll email it to you to finish later!

1

To get started, please tell us who you are:

I am the

Client

I am the Client's

REPRESENTATIVE

(Agent, Escrow, Attorney, Other)

2

Great! Please fill in your information below and click the "Submit" button below when finished.

Client

3

Which type of exchange would you like to open?

Standard Exchange

(Sell first, Buy second)

Reverse Exchange

(Buy First, Sell second)

4

Please fill in the information about your exchange below and click "Create Document" when finished. Remember to save your answers! If you don't finish the form today, we'll email it to you to finish later!

Standard Intake Form

Please tell us about the property you are selling
Client Information
Settlement Agent (Escrow or Attornery)
  • Please select the choice which reflects how the title is held or Exchange may be jeopardized.
  • ​​​City of birth is REQUIRED for your security.
  • ​​​​​​​If you are exchanging in an entity, the email address you input under client information MUST be the correct email of the authorized signor.

4

Please fill in the information about your exchange below and click "Create Document" when finished. Remember to save your answers! If you don't finish the form today, we'll email it to you to finish later!

Reverse Intake Form

Client Information
Please tell us about the property you are BUYING
Settlement Agent (Escrow or Attorney for Acquisition Property)
Please tell us about the property you are SELLING
Settlement Agent (Escrow or Attorney for Relinquished Property)

  • Please select the choice which reflects how the title is held or Exchange may be jeopardized. If you're unsure, please ask the Escrow/Settlement Agent handling your closing. If you have any questions, please email us at customerservice@selltaxfree.com.

  • City of birth is REQUIRED for your security.

SellTaxFree.com™ is a trade name of 1031 Exchange Advantage®. 1031 Exchange Advantage™ is a trade name of 1031 EA, LLC and is not a licensed broker. 1031 EA, LLC does not provide, brokerage, legal or accounting services and is simply a Qualified Intermediary under the IRS code. It therefore is not providing any services other than accommodation services and clients and prospects are advised to confirm all tax, legal, accounting and real estate investment decisions with their professionals such as their accountant or attorney.

A 1031 exchange is a method of tax deferral upon the sale of investment real estate. However, the decision to pay or not pay accumulated and/or deferred taxes is up to the taxpayer, who has control over whether transactions are completed tax-deferred, or tax-free! If an exchanger should decide to continue exchanging into investment property of same or greater value for life, and never sell investment property without utilizing a 1031 exchange, no taxes would be due on any transactions, making them tax-free! Even in the event the taxpayer dies, the taxes die with him, again making the transactions tax-free! Because the choice is up to the taxpayer, we like to say taxes in an exchange are deferred, unless you choose to Sell Tax-Free!

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Contact Us

  • 5355 Avenida Encinas Ste 203
    Carlsbad, CA 92008
  • 866-944-1031
  • info@selltaxfree.com